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Special Education: Workflow & Compliances Amy B. Luchans. Agenda. Enrolling a Student in Special Education Updating Selection Query Reviewing Special Education Status Phases, Outcomes and Forms Unconsecutive Phases Adding Form to Outcome Workflow Compliance. Enroll in Special Education.
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Agenda • Enrolling a Student in Special Education • Updating Selection Query • Reviewing Special Education Status • Phases, Outcomes and Forms • Unconsecutive Phases • Adding Form to Outcome • Workflow Compliance
Enroll in Special Education Phase Options > Enroll...
Workflow Selection Query Query
Exercise 1(Optional: On Own District Database) • Update selection query • Update field set with desired information
Student > Sped Status Status
Exercise 2(Test Database) • Update Special Education status of student • Override IEP status • Convert workflow from review to reevaluation (or reverse)
Phases, Outcomes and Forms Phases Outcomes
Add Form to Outcome Update team & take attendance
Exercise 3(Optional: On Own District Database) • For Reevaluation workflow: Add Educational Assessment Form A and Educational Assessment Form B to Administer tests phase.
Initial Referral Workflow Unconsecutive Phases
Workflow Compliance Workflow Compliance
Due Date Column • Column on the workflow checklist allows users to easily track when items are due. • Error icon appears next to due date if it has passed. • Warning icon appears if due date is approaching.
Workflow Compliance • Due dates are defined by specifying: • Trigger • Number of days • Workflow phase that must be completed on or before due date.
Exercise 4(Optional: On Own District Database) • Add one compliance to workflow.
Reports • Student tab • IEP Meeting Schedule • Special Education Register • IEP tab • Workflow Compliance Report • Progress Reports • Progress Report post verification • Service Delivery Report
